Investment Services Account Manager

U.S. Bank•Cincinnati, OH

1d•$75,820 - $89,200•Hybrid

About The Position

Responsible for managing and overseeing Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client’s primary contacts, deliver a high level of customer service, and are responsible for retaining and expanding relationship revenue while managing expenses. The role oversees work processed by Investment Services support staff, Trust Operations, and others to ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts. The role offers a hybrid/flexible schedule, with an expectation of working in the office three or more days per week and flexibility to work outside the office location on the other days.

Requirements

Associate’s degree or equivalent work experience.
Typically five to eight years of job-related experience, preferably in institutional trust and/or the financial industry.

Nice To Haves

Thorough knowledge of trust administration, products, and sales.
Thorough knowledge of account management, trust operations, project management, and legal regulations.
Strong ability to develop new business.
Ability to resolve complex problems with minimal guidance.
Effective interpersonal, verbal, and written communication skills.

Responsibilities

Manage and oversee Investment Services accounts of various sizes established by clients for various purposes.
Serve as a primary client contact and deliver a high level of customer service.
Retain and expand relationship revenue and manage expenses.
Oversee work processed by Investment Services support staff, Trust Operations, and others.
Ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation, from two to five weeks depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.